Simplex Trading
IYK icon

Simplex Trading’s iShares US Consumer Staples ETF IYK Stock Holding History

Simplex Trading’s Portfolio IYK Stock Details IYK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.05K Sell
115
-65
-36% -$4.67K ﹤0.01% 7540
2025
Q4 		$12K Buy
+180
New +$12.2K ﹤0.01% 6872
2025
Q2 		– Sell
-97
Closed -$6K – 9187
2025
Q1 		$6K Buy
+97
New +$6.59K ﹤0.01% 7447
2023
Q2 		– Sell
-519
Closed -$34K – 9449
2023
Q1 		$34K Buy
519
+366
+239% +$24K ﹤0.01% 6369
2022
Q4 		$10K Buy
+153
New +$10.1K ﹤0.01% 7543
2022
Q1 		– Sell
-285
Closed -$19K – 10898
2021
Q4 		$19K Buy
+285
New +$17.9K ﹤0.01% 8410

Other funds holding IYK

DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Simplex Trading's IYK Position: Q1 2026 in Review

Simplex Trading reduced its iShares US Consumer Staples ETF (IYK) stake by 36% in Q1 2026, selling an estimated $4.67K and leaving 115 shares worth $8.05K. The position accounts for ﹤0.01% of the portfolio, ranked #7540.

Simplex Trading first reported a position in IYK in Q4 2021 and has held it in 6 quarters since. The position peaked at $34K in Q1 2023. 290 funds tracked by Wall St. Rank hold IYK as of Q1 2026.

  • Simplex Trading held 115 shares of iShares US Consumer Staples ETF worth $8.05K as of Q1 2026.
  • Simplex Trading sold 65 iShares US Consumer Staples ETF shares in Q1 2026, an estimated $4.67K.
  • iShares US Consumer Staples ETF made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #7540 holding.
  • Simplex Trading first reported a position in iShares US Consumer Staples ETF in Q4 2021 and has held it in 6 quarters since.
  • Simplex Trading's iShares US Consumer Staples ETF position peaked at $34K in Q1 2023.
  • 290 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.